3,342 hedge funds and large institutions have $172B invested in IBM in 2025 Q2 according to their latest regulatory filings, with 300 funds opening new positions, 1,305 increasing their positions, 1,253 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,342
Holders Change
+126
Holders Change %
+3.92%
% of All Funds
44.8%
Holding in Top 10
120
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+27.66%
% of All Funds
1.61%
New
300
Increased
1,305
Reduced
1,253
Closed
114
Calls
$4.07B
Puts
$3.71B
Net Calls
+$355M
Net Calls Change
-$586M
Name Holding Trade Value Shares
Change
Shares
Change %
BPFA
3001
Barnes Pettey Financial Advisors
Mississippi
$233K +$233K +789 New
CTWM
3002
Cherry Tree Wealth Management
Minnesota
$232K -$15.9K -54 -6%
RWM
3003
Riverchase Wealth Management
Texas
$232K +$232K +786 New
CWA
3004
Cura Wealth Advisors
Illinois
$231K -$94.3K -320 -29%
TFO
3005
Tarbox Family Office
California
$231K +$231K +785 New
HWM
3006
HFR Wealth Management
New York
$231K +$231K +783 New
LFA
3007
Level Financial Advisors
New York
$231K +$231K +782 New
CPW
3008
Crestmont Private Wealth
Texas
$231K +$231K +782 New
SCA
3009
Stillwater Capital Advisors
Pennsylvania
$230K +$230K +780 New
FWM
3010
FMA Wealth Management
Massachusetts
$230K +$230K +780 New
HWM
3011
HighMark Wealth Management
Minnesota
$230K +$230K +780 New
DWM
3012
David Wealth Management
Virginia
$230K +$230K +780 New
ANC
3013
Ames National Corp
Iowa
$230K +$230K +779 New
PAG
3014
Powers Advisory Group
Illinois
$229K +$229K +777 New
CIP
3015
Capital Insight Partners
Arizona
$229K +$229K +776 New
AFA
3016
Arlington Financial Advisors
California
$228K -$434K -1,471 -66%
BW
3017
Balance Wealth
Ohio
$228K +$228K +774 New
FFG
3018
Foundry Financial Group
New Hampshire
$228K +$228K +773 New
BWM
3019
BNC Wealth Management
Oregon
$227K +$227K +771 New
UFF
3020
USA Financial Formulas
Michigan
$227K -$42.2K -143 -16%
EA
3021
Emerald Advisors
Washington
$227K +$227K +769 New
SCA
3022
Sippican Capital Advisors
Massachusetts
$226K +$226K +768 New
CP
3023
Capital Planning
Washington
$226K +$226K +767 New
CSI
3024
Clark & Stuart Inc
Maine
$226K +$226K +767 New
WFA
3025
West Financial Advisors
Iowa
$226K